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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $38,896 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,952 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,946 | $83,090-45.9% | $130,062-65.4% | $71,529-37.2% |
| Participation rate | 98.0% | 74.1%+23.9pp | 78.5%+19.5pp | 67.9%+30.1pp |
| Annual return | 17.66% | 20.61%-3.0pp | -137.37%+155.0pp | 28.97%-11.3pp |
| Employer contribution / active EE | $3,730 | $2,624+42.2% | $4,322-13.7% | $2,590+44.0% |
| Participant deferral / active EE | $5,959 | $4,436+34.3% | $5,821+2.4% | $4,291+38.9% |
| Admin fee / account holder | $201 | $1,727-88.4% | $10,601-98.1% | $1,588-87.3% |